MALIA M. COHEN

CALIFORNIA STATE CONTROLLER

April 16, 2026

INVITATION FOR BID (IFB) EUPD90226

Storage and Barcode Tracking

Notice to Prospective Bidders

Bidders are invited to review and respond to the State Controller’s Office (SCO) Invitation for Bid (IFB) EUPD90226, Storage and Barcode Tracking. To submit a bid, the Bidder must comply with the instructions contained in this document as well as with the requirements stated in the Agreement, Exhibit A, Scope of Work. By submitting a bid, your firm agrees to the terms and conditions stated in this IFB.

Read the attached document carefully. The Bidder is solely responsible for ensuring that SCO receives the complete bid in accordance with the Bid requirements, prior to the date and time specified in the solicitation. Bidders should review, correct all errors, and confirm compliance with the IFB requirements. Bids received after the specified deadline will not be considered for review. SCO reserves the right to cancel this IFB without cause at any time prior to award.

Bidders are advised to check the Cal eProcure website for addendums, modifications, and updates to the Bid documents. SCO is not responsible for failure of the prospective bidder to check for any bid document updates, changes, or answers to questions posted on Cal eProcure. Failure to check the website periodically will be at the Bidder’s sole risk.

If a discrepancy occurs between the information in the advertisement appearing on the Department of General Services, California State Agreements Register (CSCR) on the Cal eProcure website:

https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx, and the information in the herein IFB, the information in the attached IFB shall take precedence.

Note that all agreements entered into with the State of California will include by reference General Terms and Conditions (Revised 02/20/2025) and Contractor Certification Clauses (Revised 04/2017) that may be viewed and downloaded at Internet site https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal- Services-Resources-List-Folder/Standard-Agreement-Language. If you do not have internet access, a hard copy can be provided.

The Bidder Instructions GSPD-451 include the Bidder’s and the State’s rights and responsibilities for the bidding process, unless otherwise specified in this solicitation. Bidder Instructions are located at the following link: Bidder Instructions (rev 11/09/2011).

In the opinion of SCO, this IFB is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, please send an email to SCOBids@sco.ca.gov by the Written Questions Submittal Deadline in Section B, Key Action Dates.

Please note that no verbal information given will be binding upon SCO unless such information is issued in writing as an official addendum.

State Controller's Office IFB Number EUPD90226

TABLE OF CONTENTS

Sections Page A. Purpose and Description of Services B. Key Action Dates C. Written Questions and Answers D. Bid Guidelines E. Bid Content

1. Administrative Requirements

2. Bidder’s Minimum Qualifications

3. Licenses and Certifications

4. Bidder References

G. Background Check F. Bid Submission G. Evaluation and Selection H. Award and Protest I. Disposition of Bids J. Agreement Execution and Performance K. Participation, Preference, and Incentive Programs

1. Disabled Veteran Business Enterprise Program Participation

2. Disabled Veteran Business Enterprise Incentive

4. Small Business Preference Program

5. Non-Small Business Preference Request

4. Ties between Certified SB/MB and DVBE Businesses

L. Required Attachments ATTACHMENT 1, Required Attachment Checklist ATTACHMENT 2, Bidder Certification Sheet ATTACHMENT 3, Contractor Point of Contact ATTACHMENT 4, Payee Data Record (STD 204) ATTACHMENT 5, Contractor Certification Clauses (CCC 04/2017) ATTACHMENT 6, Bidder Declaration (Written) (GSPD-05-105) ATTACHMENT 7, California Disabled Veteran Business Enterprise (DVBE)* ATTACHMENT 8, CA Civil Rights Law Attachment (DGS OLS 04)* ATTACHMENT 9, Secretary of State Certification Status ATTACHMENT 10, Darfur Contracting Act Certification ATTACHMENT 11, Target Area Contract Preference Act (TACPA) (STD 830)* ATTACHMENT 12, Generative Artificial Intelligence (GenAI Disclosure) ATTACHMENT 13, Acknowledgement of Agreement Exhibits and Insurance Requirements ATTACHMENT 14, Bidding Preferences and Incentives ATTACHMENT 15, Contractor/Consultant Confidentiality and Non-Disclosure Acknowledgement (ISO-004B) 21 ATTACHMENT 16, Contractor/Consultant Organization Information Secuirty Agreement (ISO-004C) ATTACHMENT 17, Cost Worksheet

Standard Agreement Exhibit A – Scope of Work Exhibit A, Attachment 1 - Small Business Subcontracting Report Exhibit B – Budget Detail and Payment Provisions Exhibit B, Attachment 1 – Cost Worksheet Exhibit C – General Terms and Conditions (GTC 02//2025)** Exhibit D – Special Terms and Conditions

*Submit only if applicable **Incorporated by reference

A. Purpose and Description of Services

The State Controller's Office (SCO) is seeking a contractor to provide a storage facility for the storage and barcode tracking of boxes for the State Controller’s Office (SCO), Unclaimed Property Division (UPD).

Services shall include pickup/delivery, barcoding, filing, tracking, and storing of between approximately 4,000 and 6,000 archive/banker boxes with dimensions of 10” H x 12” W x 15” D. Pickup and delivery locations for UPD will be at 3301 C Street, Sacramento, CA.

See Standard Agreement, Exhibit A, Scope of Work (SOW), for complete description of services.

Agreement Term

The term of this agreement will be for three years with the options to amend to add funds and adjust estimated quantities as deemed necessary by SCO. The rates on Exhibit B, Attachment 1, Cost Worksheet will not change as a result of any amendment to this agreement. This agreement may be terminated by SCO with 30 days’ written notice to the Contractor.

Contractors are cautioned that no work will begin until the Agreement has been fully executed. If work is performed prior to agreement approval, and the Agreement for any reason is not approved, all previous work performed by the Contractor is considered donated to SCO and no payment shall be made for that work.

Agreement Amount

The Contractor and SCO Contract Manager are responsible for monitoring the Agreement cost to ensure it does not exceed the maximum amount of the Agreement without an executed amendment.

B. Key Action Dates

It must be understood that time is always of the essence, both for the IFB submittal and for agreement completion. Bidders are advised of the key action dates and times shown below and are expected to adhere to them.

Event Date

IFB available to Prospective Bidders April 16, 2026

Written Questions Submittal Deadline April 23, 2026 by 2:00 p.m. PT*

Written Questions and Answers Released April 28, 2026

Final Date for Bid Submission May 7, 2026 by 2:00 p.m. PT*

Evaluation of Bid Submission** May 7, 2026 – May 11, 2026

Cost Opening May 12, 2026 at 2:00 p.m. PT*

Notice of Intent to Award May 13, 2026

Proposed Award Date May 20, 2026

Estimated Agreement State Date August 1, 2026 or upon DGS approval, whichever is later

*Pacific Time (PT) **Dates after Final Date for Bid Submission are estimates only and may be subject to change. SCO will adhere to the listed dates as strictly as possible but will not be held accountable for changes due to unforeseen circumstances.

C. Written Questions and Answers

1. Bidders may submit questions for clarification of the content of this IFB to SCOBids@sco.ca.gov.

2. Questions must be submitted by the date and time specified in Section B, Key Action Dates.

3. The subject line of the email should read, IFB EUPD90226 Questions – Company Name.

4. The Bidder must reference the section and page number about which they are inquiring.

5. Written Questions and Answers will be provided without identifying the submitter. At the sole discretion of SCO, SCO may paraphrase questions for clarity.

6. Questions and Answers will be issued via an addendum to this IFB and posted to Cal eProcure.

D. Bid Guidelines

1. Costs incurred for developing bids, in anticipation of award of the Agreement, are entirely the responsibility of the Bidder and shall not be charged to the State of California.

2. It is the Bidder’s responsibility to provide all necessary information for SCO to evaluate the Bid, verify requested information, and determine the Bidder’s ability to perform the services defined in Sample Agreement, Exhibit A, Scope of Work and Attachment 17, Cost Worksheet.

3. Pursuant to California Public Contract Code (PCC) Section 10302, it is unlawful for any person engaged in business within this state to sell or use any article or product as a “loss leader” as defined in Section 10730 of the Business and Professions Code.

4. Bidders who are DGS certified California Small Businesses (SB), Micro Business (MB) and/or Disabled Veteran Business Enterprises (DVBE) must provide and include an SB/DVBE Certification with the Bid.

SCO will verify that SB/DVBE certifications are valid at the time the Bid is due. In accordance with California Government Code (GC) Section 14837(d) and California Military and Veterans Code Section 999, all SB and DVBE contractors, subcontractors, and suppliers that bid on or participate in a State agreement, regardless of being an oral or written solicitation, shall perform a Commercially Useful Function (CUF).

5. The Bidder may modify a bid after its submission by withdrawing its original bid and resubmitting a new bid prior to the Final Date for Bid Submission. Contractor modifications in any other manner, oral or written, will not be considered.

6. The Bidder may withdraw its bid by submitting a written withdrawal request to SCOBids@sco.ca.gov signed by the Bidder or an authorized agent. A bidder may thereafter submit a new bid prior to the Final Date for Bid Submission. Bids may not be withdrawn without cause after the Final Date for Bid Submission.

7. SCO does not accept alternate agreement language from a prospective contractor. A bid with such language will be considered a counteroffer and will not be considered. The State’s Terms and Conditions are not negotiable.

8. Bids should provide straightforward and concise descriptions of the Bidder’s ability to satisfy the requirements of this IFB. Omissions, inaccuracies, or misstatements will be cause for rejection of a bid.

9. SCO may modify the IFB by issuing an addendum, prior to the Final Date for Bid Submission, which will be posted to Cal eProcure.

10. SCO reserves the right to reject all bids. SCO is not required to award an agreement.

11. This IFB and the Contractor’s bid will be made a part of the Agreement file.

12. At SCO option prior to award, bidders may be required to submit additional written clarifying information.

Failure to submit the required written information as specified may be grounds for bid rejection.

13. No oral understanding or agreement shall be binding on either party.

E. Bid Content

In order to be responsive to this IFB, the following Mandatory Pass/Fail requirements must be met. Failure to respond to and submit these items with the required information may result in disqualification.

1. Administrative Requirements

a. Completion of all required Attachments listed on Attachment 1, Required Attachment Checklist.

b. On Attachment 2, Bidder Certification Sheet, the Bidder must complete, sign, and return the

Attachment. The Bidder will include any necessary supporting documentation (references, certifications, licenses, insurance acknowledgement, etc.) necessary to validate the Bidder’s qualifications.

Attachment 2 must be signed by an individual authorized to bind the business contractually and must identify the title or position that the individual holds in the business.

2. Bidder’s Minimum Qualifications

a. The Bidder shall be a firm that has been in business at least three years within the last five years, routinely performing the type of services as those outlined in this IFB for other public or private entities.

b. The Bidders facility must be within 25 miles of the 3301 C Street, Sacramento CA SCO location.

3. Licenses and Certifications

a. The Bidder must provide copy of a valid California city or county business license (if applicable); or, if a corporation located within the State of California, incorporation documents; or, letter from the Secretary of State or, if not a California business, an affidavit that the business is in good standing with the state, province, or country in which business is headquartered.

b. Bidders shall obtain, at their expense, all license(s) or permit(s) required by law for accomplishing any work required in connection with this agreement.

c. All licenses must remain valid for the term of the Agreement. In the event that any license or certification expires at any time during the term of this agreement, the Contractor agrees to provide SCO a copy of the renewed license within 30 days following the expiration date. In the event the Contractor fails to keep in effect at all times all required licenses, SCO may, in addition to any other remedies it may have, terminate this agreement upon occurrence of such event.

F. Background Check

1. The resulting agreement requires that the Bidder’s proposed key staff—who have access to SCO work areas and facilities or the work areas of SCO customers on behalf of SCO—pass Live Scan background checks. This requirement includes any subcontractors that have access to confidential and sensitive information/resources.

2. Upon notice of award, SCO will provide the Contractor all necessary forms and locations for each proposed key staff to complete the background check process. SCO will be responsible for payment of background check fees.

3. Background checks must be completed and passed prior to contractor and/or subcontractor staff beginning work on the Agreement. If a key staff does not pass the Live Scan background check process, the Contractor must replace the proposed key staff with a new candidate that meets all requirements identified in this solicitation. Replacement key staff is subject to SCO approval.

4. At the discretion of SCO, SCO may cancel award of the Agreement to a contractor subject to failed background checks. Contractors and subcontractors will be held to the same background check standards as SCO employees.

5. The Contractor shall ensure that each of its employees, and any subcontractor staff, are made aware of, understand, and comply with the provisions of SCO Live Scan background checks. Any additional or replacement key staff added to the Agreement will be subject to the same terms.

G. Bid Submission

1. Bidders must submit their bids in Portable Document Format (PDF) attached to an email to

SCOBids@sco.ca.gov by the date and time specified in Section B, Key Action Dates. All bids must be submitted in at least two (2) separate emails.

a. Email #1 (Bid) must include the Bidder’s submission with the subject line identifying the submission as EUPD90226 BID—Company Name. Bids must be formatted for 8 1/2” x 11” paper with all pages consecutively numbered, each required element clearly identified, and in the sequence presented in this IFB.

b. Email #2 (Attachment 17, Cost Worksheet) must include the Bidder’s cost with the subject line identifying the submission as EUPD90226 COST—DO NOT OPEN. The Cost email shall remain unopened and separate from the sealed bid email until the public cost opening.

2. Email Requirements:

a. Bidders shall ensure that emails do not exceed a file size of 20 megabytes.

b. Bidders shall ensure that emails do not contain scripts, executable files, password protections, or macros, which may make their emails undeliverable.

c. Do not imbed links within the PDF—all documents must be contained within the PDF. SCO cannot access links to external sources. Bids containing links to external sources will be rejected.

d. If email #1, identified as BID, should exceed the acceptable file size, the Bidder shall split the email into multiple emails to ensure delivery.

e. Bid submissions that are sent from unrecognized email servers may be blocked by SCO security filters and be flagged as spam, thereby rendering them unsubmitted.

f. An automatic reply from SCObids@sco.ca.gov will confirm receipt of bidders’ emails. Automatic replies only confirm receipt of emails and do not assess bidders’ responsiveness to the IFB requirements in the email content or in any attachments therein.

g. LATE BID SUBMISSIONS WILL NOT BE ACCEPTED—NO EXCEPTIONS.

3. Bids shall provide straightforward and concise descriptions of the Bidder’s ability to satisfy the requirements of this RFQ-ITS. The Bid must be complete and accurate. Omissions, inaccuracies, or misstatements will be sufficient causes for rejection of the Bid.

4. If the Bid is made under a fictitious name or business title, the actual legal name of the Bidder must be provided.

5. All bids shall include the documents identified on Attachment 1, Required Attachment Checklist. All attachments must include the information stated, and as instructed on each of the attachments (if applicable). Bids not including the proper required attachments shall be deemed nonresponsive. A nonresponsive bid is one that does not meet the Bid requirements.

6. Bids must be submitted for the performance of all services described herein. Any deviation from the work specifications will not be considered and the Bid will be rejected.

7. A bid may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. SCO may reject any or all bids and may waive any immaterial deviation in a bid. SCO waiver of an immaterial deviation shall in no way modify the RFQ-ITS document or excuse the Bidder from full compliance with all requirements if awarded the Agreement.

8. All documents contained in the Bid requiring a signature must bear the original signature of a person authorized to bind the Bidder’s firm contractually.

9. An error in the Bid may cause the rejection of the Bid; however, SCO may correct obvious calculation errors at its sole option. If corrected, the Bidder will be provided the correction for validation.

H. Evaluation and Selection

1. During Evaluation of Bids, each bid will be checked for the presence or absence of required information in conformance with the submission requirements of this IFB.

2. SCO will evaluate each bid to determine its responsiveness to the published requirements.

3. Bids that contain false or misleading statements that do not support an attribute or condition claimed by the Bidder, may be rejected.

4. The Cost Opening will occur via Microsoft Teams per IFB Section B, Key Action Dates. All bidders will be sent an invite to attend via the contacts listed on Attachment 3, Contractor Point of Contact in the Bid submission.

5. To request an invitation to the Cost Opening for anyone not bidding or listed on Attachment 3, Contractor Point of Contact, please email request to SCOBids@sco.ca.gov by Final Date for Bid Submission identified in Section B, Key Action Dates.

6. Invitations to the Cost Opening will be sent as an email meeting notice with the Microsoft Teams link no later than the morning of the Cost Opening identified in Section B, Key Action Dates.

7. Award of an agreement resulting from this IFB will be based on lowest total cost.

8. In the event of a precise tie, if Government Code (GC) Section 14838(f) does not apply to the Bidders, a witnessed coin toss will be conducted by the Procurement Official. If a coin toss is needed, the Procurement Official will schedule and arrange for the coin toss and non-partisan witnesses, notifying the participating bidders of the outcome of the coin toss.

I. Award and Protest

1. Whenever an agreement is awarded under a procedure, which provides for competitive bidding, but the

Agreement is not to be awarded to the low bidder, the low bidder shall be notified by email, overnight courier, or personal delivery five (5) working days prior to the award of the Agreement.

2. If requested in writing by any bidder who has submitted a bid, a notice of the proposed award shall be posted in a place accessible by the general public on the California State Contracts Register, Cal eProcure Event page: https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx for five (5) working days prior to awarding the Agreement. If SCO is awarding to the lowest responsible bidder, and no requests have been made to publicly post a letter of intent, the SCO may award the agreement without delay.

3. If any bidder, prior to the award of agreement, files a written protest with SCO and the Department of

General Services (DGS), Office of Legal Services, 707 Third Street, 7th Floor, Suite 7-330, West Sacramento, CA 95605, on the grounds that the (protesting) Bidder is the lowest responsive responsible bidder, the Agreement shall not be awarded until either the protest has been withdrawn or the DGS has decided the matter. It is suggested that you submit any protest by certified or registered mail.

4. Within five (5) days after filing the protest, the protesting bidder shall file with the DGS, Office of Legal Services and the SCO, a detailed written statement specifying the grounds for the protest with DGS, OLS, and SCO. The written protest must be sent to DGS, OS, 707 Third Street, 7th Floor, Suite 7-330, West Sacramento, CA 95605. A copy of the detailed written statement must be emailed to SCO, at SCOBids@sco.ca.gov, Attention: Contracts Office.

J. Disposition of Bids

1. Upon bid opening, all documents submitted in response to this IFB will become the property of the State of California and will be regarded as public records under the California Public Records Act Government Code (GC) Section 6250 et seq. and subject to review by the public.

2. Bid packages may be returned only at the Bidder's expense, unless such expense is waived by the

SCO.

K. Agreement Execution and Performance

1. Service shall start on the express date set by SCO and the Contractor, after all approvals have been obtained and the Agreement is fully executed. Should the Contractor fail to commence work at the agreed upon time, SCO - upon five (5) days’ written notice to the Contractor - reserves the right to terminate the Agreement. In addition, the Contractor shall be liable to SCO for the difference between contractor's bid price and the actual cost of performing work by the second lowest bidder, or by another contractor.

2. All performance under the Agreement shall be completed on or before the termination date of the Agreement.

L. Participation, Preference, and Incentive Programs

The Preference and Incentive Programs listed below may be combined but will not exceed a combined total of 15 percent of the Bid amount or $100,000 per bid, whichever is less. No bid price will be reduced by more than $100,000, and all preference and incentive cost adjustments are for bid evaluation purposes only and do not alter the actual cost offered by the Bidder.

A Small Business (SB)/Microbusiness (MB) and a Disabled Veteran Business Enterprise (DVBE) must have current and valid certification through DGS, Office of Small Business and Disabled Veteran Business Enterprise Certification Services (OSDS). Completed certification applications and required support documents must be submitted to OSDS no later than 5:00 p.m. Pacific Time (PT) on the Final Date for Bid Submission and OSDS must be able to approve the application as submitted.

For certification and preference approval process information, contact OSDS by telephone at

(916) 375-4940 or access OSDS Internet website at. https://www.dgs.ca.gov/PD/Services/Page- Content/Procurement-Division-Services-List-Folder/Apply-for-or-Re-apply-as-Small-Business-Disabled- Veteran-Business-Enterprise.

In compliance with GC Section 14837 and Military & Veterans Code (M&VC) Section 999, certified SB/MB and DVBE contractors must perform a commercially useful function (CUF). A Contractor, subcontractor, or supplier is not considered to perform a CUF if their role is limited to that of an extra participant through which funds are passed in order to obtain the appearance of participation.

At the SCO’s option, Bidders may be required to submit additional written clarifying information regarding CUF. Failure to submit the requested written information, as specified, may be grounds for rejection of the bid.

1. Disabled Veteran Business Enterprise Program Participation

a. The DVBE Participation Program requirements for this solicitation have been waived. However, SCO is committed to achieving legislatively established goals for the participation of DVBEs and seeks to use certified DVBE business whenever possible. Therefore, SCO requests your voluntary participation in reporting any certified DVBEs, including yourself, that will be used in the performance of this Agreement.

b. Each listed certified DVBE must have current and valid certification through DGS OSDS.

Completed certification applications and required support documents must be submitted to OSDS no later than 5:00 p.m. PT on the Final Date for Proposal Submission and OSDS must be able to approve the application as submitted.

2. Disabled Veteran Business Enterprise Incentive

a. Firms that are DVBEs or are voluntarily utilizing DVBE subcontractors can have an incentive applied based on their level of DVBE participation identified in the Bid, not to exceed five percent.

The DVBE Incentive is for bid computation purposes only and is only applied to responsive bids from responsible bidders proposing DVBE participation.

b. Information and instructions on the DVBE Incentive are found at: https://www.dgs.ca.gov/- /media/Divisions/PD/OSDS/Certification/DVBE/DVBEProgramRequirements.pdf?la=en&hash=FBC

A257A3ED083F3DBB85ECEEB37013CBCF0545C

c. The incentive shall be applied as follows:

Confirmed DVBE participation of: Incentive Applied

5.0% or more 5%

4.0% to 4.99% 4%

3.0% to 3.99% 3%

2.0% to 2.99% 2%

1.0% to 1.99% 1%

d. The incentive is subject to a minimum of one (1) percent and a maximum of five (5) percent. Bids with DVBE participation of more than five (5) percent will be calculated with a five (5) percent incentive.

a. The DVBE Incentive is computed from the lowest responsive and responsible bid price.

b. The required list of California certified DVBE subcontracts must be provided on Attachment 6, Bidder Declaration (Written) (GSPD-05-105) and must include the following: 1) subcontractor name,

2) address, 3) phone number, 4) a description of the work to be performed and/or products supplied, 5) and the dollar amount or percentage of the net bid price (as specified in the solicitation) per subcontractor.

c. The Bidder must submit Attachment 7, Disabled Veterans Business Enterprise (DVBE) Declarations

(DGS PD 843), signed by the DVBE owner/manager.

d. When the awarded contractor has a certified DVBE perform an element of work for the Agreement, the awarded contractor shall complete a Prime Contractor’s Certification - DVBE Subcontractor Report (STD 817) within 60 days of expiration of the Agreement, and submit to SCO.

4. Small Business Preference Program

a. Current law encourages state departments to first consider a SB/MB Enterprise for contracting opportunities. SCO is committed to supporting SB/MB participation in state contracting and seeks to use certified SBs/MBs whenever possible.

b. Section 14835, et seq., of the California GC requires that a five (5) percent preference be given to bidders who certify as a SB/MB. The rules and regulations of this law are contained in Title 2, California Code of Regulations, Section 1896, et seq. A copy of the regulation is available upon request.

c. The SB/MB Preference may not exceed $50,000 for any bid. This preference cost adjustment is for bid evaluation purposes only and does not alter the actual cost offered by the Bidder.

5. Non-Small Business Preference Request

a. A five (5) percent bid preference is available to a non-small business claiming 25 percent California certified SB subcontractor participation. If claiming the non-small business subcontractor preference, the Bid must include a list of the SB(s) with which you commit to subcontract in an amount of at least 25 percent of the net bid price with one (1) or more California certified SBs. Each listed certified SB must perform a Commercially Useful Function in the performance of the Agreement as defined in GC Section 14837(d)(4).

b. The required list of California certified SB subcontractors must be provided on Attachment 6, Bidder

Declaration (Written) (GSPD-05-105) and must include the following: 1) subcontractor name, 2) address, 3) phone number, 4) a description of the work to be performed and/or products supplied,

5) and the dollar amount or percentage of the net bid price (as specified in the solicitation) per subcontractor.

c. In granting the Non-Small Business Preference, no bid price will be reduced by more than $50,000.

This preference cost adjustment is for bid evaluation purposes only and does not alter the actual cost offered by the Bidder.

d. A non-small business is defined as a responsive/responsible bidder that is not certified by the DGS

OSDS as a SB/MB enterprise.

e. When the awarded contractor has a certified SB perform an element of work for the Agreement, the awarded contractor shall complete and submit biannual Prime Contractor’s Certification – Small Business Subcontractor Report on SB subcontractor utilization to the SCO Contract Manager. At a minimum, the report includes:

1) Amount paid to each SB Subcontractor for the reporting period.

4. Ties between Certified SB/MB and DVBE Businesses

Per GC 14838(g), in the event of a precise tie between the bid of a SB/MB and the bid of a DVBE that is also a SB/MB, the award shall go to the DVBE that is also a SB/MB.

5. Target Area Contract Preference Act (TACPA)

This solicitation provides for the optional TACPA preference. Bidders are not required to apply for this preference. Denial of the TACPA preference request is not a basis for rejection of the bid.

a. Preference will be granted to California-based contractors in accordance with the Target Area

Contract Preference Act (TACPA) GC Section 4530 et seq. and the California Code Title 2, Section

1896.30 -1896.41.

b. Bidders wishing to claim TACPA preferences must submit a fully executed copy of the Standard Form 830, Bidder’s Summary form, and Manufacturer’s Summary form (if supplying goods) with their bid. The forms and information on the TACPA Preference can be found at the following website: https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List- Folder/Request-Target-Area-Contract-Preference?search=TACPA

c. The State reserves the right to verify, validate, and clarify all information contained in the TACPA application (STD 830). This includes, but is not limited to, information from bidders, manufacturers, subcontractors, and any other sources available at time of bid evaluation. Bidder's refusal to agree or comply with these terms, or failure to provide additional supporting information at the State's request may result in denial of the requested preference.

d. Bidders are advised that TACPA workforce preferences between 1-4 percent are based on the bidder agreeing to hire certain identified persons equal to a percentage of its workforce during the contract performance period. The application form, STD 830, incorrectly lists workforce preference as percentage of total contract labor hours.

e. If bidding by group, Bidder may need to complete and submit separate forms for each group for which the preference is being requested.

f. The DGS-PD, Dispute Resolution Unit (DRU) will process all TACPA site evaluations utilizing an integrated map located at the following link: http://tacpa.dgs.ca.gov

g. Any questions regarding the TACPA preference should be directed to TACPA@dgs.ca.gov.

NOTE: Contracts awarded with applied preferences will be monitored throughout the life of the Contract for compliance to statutory, regulatory, and contractual requirements. SCO will take appropriate corrective action to apply sanctions as necessary to enforce performance programs

M. Required Attachments

This bid package requires completion of all Attachments referenced on the required Attachment 1, Required Attachment Checklist. Exclusion of any required attachments may result in bidder’s disqualification.

ATTACHMENT 1

REQUIRED ATTACHMENT CHECKLIST

Bidder’s Name: ___________________________________________________ (Please print clearly or type)

A complete bid or bid package will consist of the items identified below.

Complete, sign, and date this checklist to confirm the items in your bid. Please initial in the Submitted to SCO box next to each item that you are submitting to SCO. For your bid to be responsive, all required attachments must be returned. Further review is subject to SCO discretion. This checklist must be signed and returned with your bid submission.

Requirement Description Submitted to SCO

Attachment 1 Required Attachment Checklist

Attachment 2 Bidder Certification Sheet

Attachment 3 Contractor Point of Contact

Attachment 4 Payee Data Record (STD 204) and Payee Data Record Supplement (STD 205*)

Attachment 5 Contractor Certification Clauses (CCC 04/2017)

Attachment 6 Bidder Declaration (Written) (GSPD-05-105)

Attachment 7 Disabled Veteran Business Enterprise (DVBE) Declarations

(DGS PD 843)*

Attachment 8 California Civil Rights Law Attachment (DGS OLS 04)*

Attachment 9 Secretary of State Certification of Status*

Attachment 10 Darfur Contracting Act Certification (DGS PD 1)*

Attachment 11 Target Area Contract Preference Act (TACPA) (STD 830)*

Attachment 12 Generative Artificial Intelligence (GenAI) Disclosure

Attachment 13 Acknowledgement of Agreement Exhibits and Insurance Requirements

Attachment 14 Bidding Preferences and Incentives

Attachment 15 Contractor/Consultant Confidentiality and Non-Disclosure Acknowledgement (ISO-004b)

Attachment 16 Contractor/Consultant Organization Information Security Agreement (ISO-004c)

Attachment 17 Cost Worksheet (Submit in a separate email)

Additional Requirement

Copy of valid California city or county business license (if applicable); or an affidavit that the business is in good standing with the state, province, or country in which business is headquartered

Additional Requirement

California Certified SB/MB and/or DVBE Certification (provide copy)

Additional Requirement

Copy of valid active certifications and licenses*

*Submit only if applicable.

Authorized Signature and Title Date

ATTACHMENT 2

BID/BIDDER CERTIFICATION SHEET

Bidder’s Name: _____________________________________________________ Please print clearly or type.

Complete and return this attachment with the bid submission. An individual authorized to bind the bidding firm contractually shall sign Attachment 2, Bidder Certification Sheet. The signature must indicate the title or position that the individual holds in the firm. An unsigned Bidder Certification Sheet may be rejected.

A. Our all-inclusive bid is submitted as detailed in Attachment 15, Cost Worksheet.

B. Our firm has been in business at least three years within the last five years, routinely performing the type of services as those outlined in this IFB for other public or private entities.

C. Our firm’s facility is within 25 miles of the 3301 C Street, Sacramento CA SCO location.

D. All required attachments are included with this certification sheet and the Bid submission.

E. The signature affixed hereon and dated certifies compliance with all the requirements of this bid document.

The signature below authorizes the verification of this certification.

1. Company Name 2. Telephone Number 2a. Fax Number

3. Address

Indicate your organization type:

4. Sole Proprietorship 5. Partnership 6. Corporation

Indicate the applicable employee and/or corporation number:

7. Federal Employee ID No. (FEIN) 8. California Corporation No.

9. Indicate applicable license and/or certification information:

10. Bidder’s Name (Print) 11. Title

12. Signature 13. Date

14. Are you certified with the Department of General Services, Office of Small Business and Disabled Veteran Business Enterprise Services (OSDS) as:

a. California Small Business

Yes No If yes, enter certification number:

b. Disabled Veteran Business Enterprise Yes No If yes, enter your certification number below:

NOTE: A copy of your Certification is required to be included if either of the above items is checked “Yes”.

Date application was submitted to OSDS, if an application is pending:

Completion Instructions for Bid/Bidder Certification Sheet

Complete the numbered items on the Bid/Bidder Certification Sheet by following the instructions below.

Item Numbers

Instructions

1, 2, 2a, 3 Must be completed. These items are self-explanatory.

Check if your firm is a sole proprietorship. A sole proprietorship is a form of business in which one (1) person owns all the assets of the business in contrast to a partnership and corporation. The sole proprietor is solely liable for all the debts of the business.

Check if your firm is a partnership. A partnership is a voluntary agreement between two

(2) or more competent persons to place their money, effects, labor, and skill, or some or all of them in lawful commerce or business, with the understanding that there shall be a proportional sharing of the profits and losses between them. An association of two (2) or more persons to carry on, as co-owners, a business for profit.

Check if your firm is a corporation. A corporation is an artificial person or legal entity created by or under the authority of the laws of a state or nation, composed, in some rare instances, of a single person and his successors, being the incumbents of a particular office, but ordinarily consisting of an association of numerous individuals.

7 Enter your federal employee tax identification number.

Enter your corporation number assigned by the California Secretary of State’s Office.

This information is used for checking if a corporation is in good standing and qualified to conduct business in California.

Complete, if applicable, by indicating the type of license and/or certification that your firm possesses and that is required for the type of services being procured.

10, 11, 12, Must be completed. These items are self-explanatory.

If certified as a California Small Business, place a check in the "Yes" box, and enter your certification number on the line. If certified as a Disabled Veterans Business Enterprise, place a check in the "Yes" box and enter your service code on the line. If you are not certified to one (1) or both, place a check in the "No" box. If your certification is pending, enter the date your application was submitted to OSDS.

ATTACHMENT 3

CONTRACTOR POINT OF CONTACT

Bidder’s Name: ________________________________________________________

The contact person regarding this IFB is:

Name & Title:

Address:

Phone Number: E-Mail:

If awarded an agreement, the Agreement Representative for services will be:

Name & Title:

Address:

Phone Number: E-Mail:

If awarded an agreement, direct all agreement inquiries to:

Name & Title:

Address:

Phone Number: E-Mail:

If awarded an agreement, the name of the company officer authorized to sign the agreement is:

Name & Title:

Address:

Email:

ATTACHMENT 4

PAYEE DATA RECORD (STD 204) AND PAYEE DATA RECORD SUPPLEMENT (STD 205*)

Payee Data Record (STD 204) is required and must be submitted.

https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf

*Only use Payee Data Record Supplement (STD 205) to provide a remittance address if different from the mailing address for information returns, or to make subsequent changes to the remittance address https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf

ATTACHMENT 5

CONTRACTOR CERTIFICATION CLAUSES (CCC 04/2017)

https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC- 042017.pdf?la=en&hash=4DE3E4DC414511AE378794200BA43EBF91C758EE

ATTACHMENT 6

BIDDER DECLARATION (WRITTEN) (GSPD-05-105)

All bidders must complete the Bidder Declaration (Written) GSPD-05-105 and include it with the Bid Submission. When completing the declaration, bidders must identify all subcontractors proposed for participation in the Agreement. Bidders awarded an agreement are obligated contractually to use the subcontractors for the corresponding work identified unless SCO agrees to a substitution, and it is incorporated by amendment to the Agreement.

http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf

ATTACHMENT 7

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) DECLARATIONS (DGS PD 843)*

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf

ATTACHMENT 8

CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION (DGS OLS 04) *

http://www.documents.dgs.ca.gov/dgs/fmc/dgs/ols004.pdf

ATTACHMENT 9

SECRETARY OF STATE CERTIFICATION OF STATUS*

Secretary of State Certification of Status is required if your company is a corporation, limited liability company (LLC), or limited partnership (LP). Required document(s) may be obtained at the following website:

https://bizfileonline.sos.ca.gov/

ATTACHMENT 10

DARFUR CONTRACTING ACT CERTIFICATION (DGS PD 1)*

http://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/PD_1.pdf

ATTACHMENT 11

TARGET AREA CONTRACT PREFERENCE ACT (TACPA) (STD 830)*

http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf

*Submit only if applicable

NOTE: The fill and print forms are available at the links provided. Please email SCOBids@sco.ca.gov if you are unable to access the links provided. Attachments 4-6 must be submitted with the Bid.

ATTACHMENT 12

GENERATIVE ARTIFICIAL INTELLIGENCE (GENAI) DISCLOSURE

"The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI, while balancing the risks of these technologies.

Bidder/Offeror must notify the State in writing if it: (1) intends to provide GenAI as a deliverable to the State; or (2), intends to utilize GenAI, including GenAI from third parties, to complete all or a portion of any deliverable that materially impacts: (i) functionality of a State system, (ii) risk to the State, or (iii) Contract performance. For avoidance of doubt, the term "materially impacts" shall have the meaning set forth in State Administrative Manual (SAM) 4986.2.

Failure to report GenAI to the State may result in disqualification. The State reserves its right to seek any and all relief it may be entitled to as a result of such non-disclosure.

Upon notification by a Bidder/Offeror of GenAI as required, the state reserves the right to incorporate GenAI Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the state.

Government Code 11549.64 defines "Generative Artificial Intelligence (GenAI)" as an artificial intelligence system that can generate derived synthetic content, including text, images, video, and audio that emulates the structure and characteristics of the system's training data."

Bidder / Offeror must check the appropriate box from the choices below.

Generative Artificial Intelligence (GenAI) will be used while providing services during the term of this agreement and may materially impact (check all that apply):

☐ Functionality of the system ☐ Risk to the State ☐ Contract performance

Generative Artificial Intelligence (GenAI) will not be used while providing services during the term of this agreement.

Name of Bidder / Offeror:

Signature and Date:

ATTACHMENT 13

ACKNOWLEDGEMENT OF AGREEMENT EXHIBITS

AND INSURANCE REQUIREMENTS

Bidder’s Name: _____________________________________________________ Please print clearly or type.

Complete and return a signed copy of this attachment with the IFB response.

Exhibit Name

Exhibit A, Scope of Work

Exhibit A, Attachment 1 - Small Business Subcontracting Report

Exhibit B, Budget Detail and Payment Provisions

Exhibit B, Attachment 1 - Cost Worksheet

Exhibit C, General Terms and Conditions (GTC 02/2025)*

Exhibit D, Special Terms and Conditions

*Incorporated by reference

I certify that we have received, reviewed, and accept all requirements in this IFB and Exhibits and can meet the insurance requirements identified in the Standard Agreement, Exhibit D, Special Terms and Conditions.

The insurance requirements and certificate(s) of coverage must be provided within 10 days of receipt of notice of award.

Authorized Signature Date

Name of Bidder

Name and Title (Please Print)

ATTACHMENT 14

BIDDING PREFERENCES AND INCENTIVES

Bidder must check the appropriate box from the choices below.

1. DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) INCENTIVE:

I am a DGS certified DVBE. A copy of my California Disabled Veteran Business Enterprise (DVBE) Declarations (STD 843) form is attached.

I am not a DGS certified DVBE, but a percentage of the revenue will be going to DGS certified DVBE subcontractors performing a commercially useful function, and therefore, I am claiming the DVBE incentive.

Bidder must submit a complete Attachment 6, Bidder Declaration (Written) (GSPD 05-105), indicating the percentage of the revenue that will be received by each DGS certified DVBE subcontractor. Bidder must also submit Attachment 7, California Disabled Veteran Business Enterprise (DVBE) Declarations (STD 843), for each DVBE subcontractor, signed by the DVBE owner/manager.

☐ I am not claiming the DVBE incentive.

2. SMALL BUSINESS (SB) PREFERENCE:

I am a Department of General Services (DGS) certified SB and claim the SB Preference.

My DGS SB certification number is: _________________

I am not a DGS certified SB, but 25 percent or more of the revenue from the award will go to a DGS certified SB subcontractor performing a Commercially Useful Function; and therefore, I am claiming the preference.

Bidder must submit a complete Attachment Enter Attachment #, Bidder Declaration (Written) (GSPD 05-105), indicating the percentage of the revenue that will be received by each DGS certified SB subcontractor.

☐ I am not claiming the DGS SB Preference.

3. TARGET AREA CONTRACT PREFERENCE ACT (TACPA):

☐ I am not claiming the TACPA bidding preference.

I am claiming the TACPA bidding preference.

Bidder must submit Attachment Enter Attachment # Target Area Contract Preference Act (TACPA) STD 830 and Attachment Enter Attachment # Bidder’s Summary of Contract Activities and Labor Hours (DGS PD 526).

Name of Bidder:

Signature and Date:

State of California—Controller’s Office

CONTRACTOR / CONSULTANT CONFIDENTIALITY

AND NON-DISCLOSURE ACKNOWLEDGEMENT

ISO-004b (Rev. 02/15)

300 Capitol Mall, Suite 603 Sacramento, CA 95814 Form Contact Info. Ph: (916) 445-1720 Email: infosec@sco.ca.gov

Section 1 — Contractor Information Contractor / Consultant Organization Name Date of Request

Contractor / Consultant Name (First M.I. Last) Work Phone

Title Work Email Address

Section 2 — Agreement

As a contractor or consultant of the California State Controller's Office (SCO) you may have access to financial, statistical, personal, or technical information classified as confidential or sensitive by the SCO. In addition you may be authorized access to data processing resources that are created, maintained, or used within the SCO and must be protected. This confidentiality and non-disclosure agreement between you and the SCO is to protect the information assets that may be disclosed to you by the SCO. This Agreement shall be construed under the laws of the State of California.

By signing below I acknowledge that:

1. I will access or use SCO information assets only when relevant and necessary in the ordinary course of performing my authorized official duties conducted on behalf of the organization referenced in this document. I further understand that unauthorized access, attempted access or illegal use of any computer systems, information asset, and/or information of the State of California may be a public offense punishable under Section 502 of the California Penal Code;

2. I will not disclose SCO information classified as confidential or sensitive unless authorized to do so by the SCO;

3. I will immediately notify the SCO Information Security Office; SCO Information Systems Division; and the appropriate SCO contract / agreement administrator of any violation of SCO administrative policy or information security standards; or violation of requirements, terms, or conditions of this agreement; and any actual or suspected information security incidents;.

4. I will not disclose, change, modify, delete, or circumvent any SCO required authentication and authorization process without the approval of authorized SCO personnel;

5. I will not change, modify, remove, or circumvent any SCO required security controls or protocols without written approval of SCO Information Systems Division management and the SCO Chief Information Security Officer (CISO) or CISO designee;

6. I will ensure that all data processing resources (i.e., PCs, notebooks, laptops, servers, USB and flash drives, etc.) and other equipment (i.e., cellular phones, personal digital assistants (PDAs), audio or image recorders, etc.) I bring into SCO owned or leased facilities are approved by the SCO, and meet SCO information technology and information security acceptable use standards, and SCO Information Security Policy;

7. I shall only utilize and access SCO managed electronic mail and Internet access services while utilizing SCO provided data processing resources or networks. I will not connect to, or access, any non-SCO managed resource or service from within the SCO network or via any SCO data process resource without the approval of SCO Information Systems Division management and the SCO Chief Information Security Officer (CISO) or CISO designee; and,

8. I will comply with all applicable SCO administrative, technical, and information security policies and standards.

I have read and understand the responsibilities stated above and will comply with the SCO administrative and information security requirements and standards listed on this form. I acknowledge and agree to use SCO information assets in accordance with the terms outlined in this form.